AIM

Assured Investment Management Portfolio holdings

AUM $79.5M
1-Year Est. Return 115.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+115.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.79B
AUM Growth
-$1.45B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,426
New
Increased
Reduced
Closed

Top Buys

1
+$133M
2
+$48.6M
3
+$22.4M
4
BKNG icon
Booking.com
BKNG
+$21.6M
5
AMR icon
Alpha Metallurgical Resources
AMR
+$19.5M

Top Sells

1
+$341M
2
+$53.4M
3
+$47.6M
4
NBL
Noble Energy, Inc.
NBL
+$47.4M
5
NFX
Newfield Exploration
NFX
+$44.2M

Sector Composition

1 Consumer Discretionary 15.29%
2 Healthcare 13.45%
3 Technology 12.63%
4 Industrials 12.11%
5 Energy 10.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1151
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-11,386
1152
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1153
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-27,633
1154
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1155
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1156
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-10,676
1157
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-78,491
1158
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-17,762
1159
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-748
1160
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-20,130
1161
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-28
1162
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-731
1163
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-275,908
1164
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-46,137
1165
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-45,914
1166
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-12,934
1167
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-107
1168
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-62,732
1169
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-42,320
1170
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-7,045
1171
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1172
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-119,651
1173
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-40,434
1174
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-3,095
1175
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-855
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